top Transaction field question

Tee's Avatar


05 Feb, 2022 05:49 PM


When I manually import data from my bank/credit cards I see POS/Check card transaction and the data as to the merchant is in the 2nd field below. As I like to use the single field, how can I swich this so the top box shows the merchant?



  1. 1 Posted by -Kevin N. on 05 Feb, 2022 06:41 PM

    -Kevin N.'s Avatar

    Hi Tee,

    Which type of file format are you using to manually import your data?
    QIF and QFX are sometime referred to as the Quicken format.
    OFX is sometimes referred to as the Microsoft format.
    CSV is a simple file format which, through the use of the Moneydance importer, would be the only file format that you can direct the placement of the date into the desired fields in Moneydance.

    As for the other formats, it sounds like your bank has mangled the formatting of the file(s) to the point where they've reversed the 'Description' field and the 'Memo' field.

    -Kevin N. (not a member of MD support)

  2. Support Staff 2 Posted by Ethan on 06 Feb, 2022 09:51 PM

    Ethan's Avatar


    I agree with the above comment. In most of those file formats, this would suggest that your bank is sending you a misformatted data file. If that's the case, there's little we can do about that on our end. Moneydance can only work with the data that is given to it.

    Infinite Kind Support

  3. System closed this discussion on 08 May, 2022 10:00 PM.

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